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← CockpitCompetitor Analysis › 601083.SS Shanghai Jinjiang Shipping (Group) Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Jinjiang Shipping (Group) Co., Ltd. Class A601083.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Marine Shipping

Shanghai-based container and feeder shipping company serving coastal and regional China trade routes.

≈ A Chinese regional feeder container lineMomentum leader 96
Mkt cap
$2.75B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$29.1M
20-day average traded
Fwd P/E
11.3×
forward earnings
ROIC−WACC
+43.8 pp
WACC 5.0%
Hurdle
-34 pp
Req g minus delivered
Next earnings
152 days
7 Apr 2027
Close · CNYCN¥14.19
1D-1.9%
1W+1.9%
1M+9.0%
3M+23.1%
6M+17.2%
YTD+27.1%
1Y+15.5%
ATR %4.2%
52w lowhigh7.1% off high

What Shanghai Jinjiang Shipping (Group) does

Shanghai-based container and feeder shipping company serving coastal and regional China trade routes.

Sells container space on its coastal and feeder routes at rates that follow supply and demand on each route, so earnings swing with spot rates and vessel utilization. Feeder services also carry cargo to and from larger ocean ships at major ports.

In one line: A Chinese regional feeder container line.

Products and services

  • Coastal container shipping
  • Feeder shipping services

Customers

  • Freight forwarders
  • Exporters/importers

Where it sits in the supply chain

  • Industrials
  • Marine transportation
  • Container/feeder shipping

What could go right

  • Coastal/regional trade-volume growth

What could go wrong

  • Freight-rate cycles
  • Overcapacity in coastal shipping

Moat: none. Regional feeder shipping is a fragmented, capacity-driven business with little differentiation.

Headquarters: Shanghai, China · Employees: 1,001

Named competitors

Shanghai Jinjiang Shipping (Group) at a glance

Size Shanghai Jinjiang Shipping (Group) (601083.SS) is a China Industrials company (Marine Shipping) with a market value of $2.75B, the 930th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.19 on 6 Nov 2026.

Performance Over six months the shares gained 17.2%, against +4.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 21 in its peer set.

Growth Revenue grew 11.1% over the last twelve months (peer median +6.3%); the operating margin is 23.8% (peer median 22.8%).

Valuation It trades at 11.3× forward earnings against a peer median of 8.0× (4th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about -19% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -34 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 43.8 points above its cost of capital (5.0% WACC).

Next results Next results expected around 7 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026601083.SS 116Peer median 103
Six months, rebased to 100: Shanghai Jinjiang Shipping (Group) against the median of its 20 peers (local-currency closes).

Shanghai Jinjiang Shipping (Group) financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.64BCN¥6.95BCN¥5.91BCN¥5.23BCN¥6.78B
Revenue growth—+18%+13%-23%—
Gross profitCN¥3.06BCN¥2.14BCN¥1.54BCN¥1.06BCN¥2.44B
EBITDAn/aCN¥2.68BCN¥1.94BCN¥1.57BCN¥2.58B
Net incomeCN¥1.54BCN¥1.50BCN¥1.02BCN¥743MCN¥1.83B
Free cash flowCN¥2.39BCN¥1.87BCN¥1.20BCN¥1.21BCN¥1.86B
Capital expenditureCN¥474MCN¥626MCN¥707MCN¥384MCN¥338M
Total debtCN¥1.07BCN¥1.44BCN¥748MCN¥836MCN¥1.38B

Quarterly statements and history in the cockpit →

Shanghai Jinjiang Shipping (Group) competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-20%-10%0%DACCAPT000088SBLK6019752510NMMZIM2343GESHIP2637HAUTO2866028670CKN93033877SNI600428601083.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Jinjiang Shipping (Group) is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%5×10×15×DAC000088SBLK6019752510NMMZIM2343GESHIP2637HAUTO2866CKN93033877600428601083.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Jinjiang Shipping (Group) is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%DAC000088SBLK6019752510ZIM2343GESHIP2637HAUTO930338776004282606601083.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Shanghai Jinjiang Shipping (Group) is the large dot.

Shanghai Jinjiang Shipping (Group) competitors and peer comparison

Head to head with its named competitors (601083.SS vs 601022.SS vs 601598.SS vs 1308.HK)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Shanghai Jinjiang Shipping (Group) 601083.SS$2.75B+17%+11%24%11.3×-18.7%
Ningbo Ocean Shipping 601022.SS$1.58B-7%+13%11%n/an/a
Sinotrans 601598.SS$6.74B+18%-1%0%14.8×4.3%
SITC International 1308.HK$15.8B+34%+5%34%10.7×-0.4%
Wan Hai Lines 2615.TW$9.12B+40%-14%22%5.8×-12.0%
COSCO SHIPPING 1919.HK$38.5B+20%-5%13%6.0×-8.7%

How Shanghai Jinjiang Shipping (Group) compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Shanghai Jinjiang Shipping (Group) against its 20 peers (data as of 6 Nov 2026)
Measure601083.SSPeer medianRank in peer set
1-month return+9.0%-8.8%highest of 21
6-month return+17.2%+4.5%6th highest of 21
Distance from 52-week high-7.1%-16.2%2nd highest of 21
Revenue growth (TTM)+11.1%+6.3%9th highest of 20
Operating margin23.8%22.8%11th highest of 21
Forward P/E11.3×8.0×4th most expensive of 21
Growth the price implies (Req g, 7 yrs)-18.7%-0.9%least demanding of 17
Growth delivered (Del g)+15.2%+10.1%4th highest of 17
Hurdle (Req g minus delivered)-33.8 pp-11.5 pp2nd least demanding of 17
ROIC minus cost of capital+43.8 pp+0.7 pphighest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Shanghai Jinjiang Shipping (Group) 601083.SSChina$2.75B+17%+11%24%11.3×-18.7%+15.2%
Danaos DACUnited States$2.70B+10%+2%48%5.3×-8.7%+17.7%
Capital Tankers CAPT.OLNorway$2.57B+45%n/a37%7.3×n/an/a
Shenzhen Yan Tian Port 000088.SZChina$2.97B+2%+19%12%16.5×21.8%+10.1%
Star Bulk Carriers SBLKUnited States$2.99B0%+6%28%5.7×-0.1%+8.5%
Nanjing Tanker 601975.SSChina$2.50B-21%+12%26%9.0×-8.4%+7.6%
T.S. Lines 2510.HKHong Kong$2.48B+38%-4%19%5.8×-6.9%+9.8%
Navios Maritime Partners LP NMMUnited States$2.42B+14%+19%39%3.9×n/an/a
ZIM Integrated Shipping Services ZIMUnited States$3.37B+5%-25%6%3.7×2.7%+11.6%
Pacific Basin Shipping 2343.HKHong Kong$2.22B+6%-6%6%9.0×7.9%+7.3%
Great Eastern Shipping GESHIP.NSIndia$2.16B-8%+24%42%5.1×8.2%+10.1%
Wisdom Marine Lines 2637.TWTaiwan$2.13B+28%+10%33%9.1×-1.8%+7.2%
Hoegh Autoliners HAUTO.OLNorway$3.64B+20%-4%30%9.6×-0.1%+16.4%
COSCO SHIPPING Development 2866.HKHong Kong$3.84B-22%-2%13%3.6×n/an/a
PanOcean 028670.KSSouth Korea$1.91B-12%+24%9%5.0×n/an/a
Clarkson CKN.LUnited Kingdom$1.90B-5%+15%14%13.9×5.2%+12.0%
Sumitomo Warehouse 9303.TJapan$1.87B+4%+2%6%16.3×11.3%+0.4%
CSSC (Hong Kong) Shipping 3877.HKHong Kong$1.85B-4%-10%60%7.2×-3.2%+14.9%
Stolt-Nielsen SNI.OLNorway$1.82B+4%-5%11%8.8×-4.5%+9.5%
COSCO Shipping Specialized Carriers 600428.SSChina$4.40B+25%+37%19%8.9×-17.9%+27.0%
U-Ming Marine Transport 2606.TWTaiwan$1.70B+6%+13%29%8.7×-3.8%+12.8%

Questions

Who are Shanghai Jinjiang Shipping (Group)'s main competitors?
Named competitors: Ningbo Ocean Shipping (601022.SS), Sinotrans (601598.SS), SITC International (1308.HK), Wan Hai Lines (2615.TW), COSCO Shipping Holdings (1919.HK). The cockpit's measured peer set (industry) also includes Danaos (DAC), Capital Tankers (CAPT.OL), Shenzhen Yan Tian Port (000088.SZ), Star Bulk Carriers (SBLK), Nanjing Tanker (601975.SS), T.S. Lines (2510.HK).
Is Shanghai Jinjiang Shipping (Group) expensive compared with its peers?
On forward p/e it trades at 11.3× against a peer median of 8.0×, 4th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about -19% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -34 pp: the price already allows for a slowdown.
How has Shanghai Jinjiang Shipping (Group) stock performed?
Over six months to 6 Nov 2026 the shares returned +17.2% against +4.5% for the median peer; over one year +15.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.